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@SKmacro

Information cannot serve as an effective substitute for thinking

Katılım Ocak 2014
2.7K Takip Edilen1.7K Takipçiler
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Eyal Yakoby
Eyal Yakoby@EYakoby·
BREAKING: Palestinian Aseel Masalma, 32, who was six months pregnant, has died after an Iranian missile struck the West Bank. Not a single pro-Palestinian voice has condemned the Iranian regime or posted once for the victims. Weird.
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Greg Price
Greg Price@greg_price11·
When Pete Hegseth was going through is confirmation hearing, Elizabeth Warren wrote an entire letter about how his "Deus Vult" tattoo made him "a right wing extremist" unfit for service. She just endorsed the guy with the Nazi tattoo.
Greg Price tweet mediaGreg Price tweet media
Graham Platner for Senate@grahamformaine

Grateful for @ewarren's support. Let's get to work.

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SK@SKmacro·
@KhalilJeries They are Arabs. If they happen to be Bedouin, they wouldn't necessarily have a Palestinian identity in the same sense that you do.
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Khalil Sayegh
Khalil Sayegh@KhalilJeries·
To zionists they are Palestinians when convenient and 'Arab citizens' when it's not. Now that you've recognized their Palestinian identity, let's get Herzog to do the same.
Joel Pollak@joelpollak

Israeli President @Isaac_Herzog visits a Palestinian family whose relatives were killed by an Iranian missile.

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Clash Report
Clash Report@clashreport·
IRGC fighter while firing a missile on Israel: For the victims of Epstein Island, we target the idol of Baal.
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SK@SKmacro·
@AndreasSteno The 'hitting more per shot' likely has to do with the use of cluster munitions. They will hit more things, but each hit will be a lot less impactful.
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
Source is public OSINT-observations. Directionally no one disputes the data. I cannot claim to have counted it myself in the region, but the direction is not disputed by any credible source at this stage, and the damage done by Iran over the past 24 hours is also verifiable
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
Iran is firing MORE and they are hitting MORE per shot than during the first days of the conflict. Not good..
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SK@SKmacro·
@jbulltard1 This guy has an Israeli name but he is in Los Angeles and is not placed to know either way
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NIK
NIK@ns123abc·
🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…
NIK tweet mediaNIK tweet media
National Security Division, U.S. Dept of Justice@DOJNatSec

Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…

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SK@SKmacro·
@NickNemo17 @MrJulius007 Short-term returns and their standard deviation when you mark your own assets is kind of 🤡
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Nick Nemeth (Mispriced Assets)
TLDR: I am a recovering alcoholic with no fund, no credentials, and no lobbyist. I rebuilt myself from nothing. Then I broke into finance with no degree, no pedigree, and no permission. I parsed SEC filings for a $31.5 billion private credit fund called Cliffwater. Not because anyone asked me to. Because nobody else would. The filings are public, but they are buried in footnotes that are not indexed, not searchable, and not structured for analysis. I have been told by fund managers that nobody even attempts this. Billions of dollars in pension capital, and the people who manage money for a living do not bother to read the filings. So I read them. Every loan. Every amendment. Every semi-annual PIK disclosure. 2,330 positions. I hand-researched fifty. I found 189 loans where borrowers are paying interest with more debt instead of cash. I found over 50 loans that are not generating enough cash to service their debt at all — carried at par on the books of a fund that has never reported a losing month in 41 months. The fund's Sharpe ratio is 3.75. Bernie Madoff — who was fabricating returns and could pick any number he wanted — ran a 3.5. He got caught because the numbers were too smooth by Markopolos. The greatest quant fund in history, Renaissance Technologies, runs a five or six. Cliffwater is claiming risk-adjusted returns that would be impossible even if you insider-traded with perfect information every single time, because the volatility of the underlying markets would still prevent it. Nobody asked questions. Bloomberg confirmed 14% redemptions 48 hours after I published. S&P cut the fund's outlook to negative this week. Cash on hand fell 76% in six months. This is not an isolated fund. This is the structure. $9.4 trillion in private equity. $3.5 trillion in private credit. They all pay their own valuation agents. The valuation agents decide what the funds are worth. No valuation agent has ever been fired for saying the number was too high. The marks produce the NAV. The NAV produces the fees. The fees come from pensions. The pensions come from firefighters and teachers and nurses in Oregon and California and Illinois who will never read a private placement memorandum in their lives. Wall Street ran out of rich people. The endowments were full. The sovereign wealth funds were tapped. So they went downstream — to 401(k)s, to retirement accounts, to interval funds sold to people who have no idea what they own. 1. Direct the SEC and FSOC to examine Level 3 fair value practices across interval funds and BDCs. 2. Require that valuation agents be independent of the funds they mark. 3. State publicly that the current self-marking regime creates systemic risk. 4. Mandate position-level mark disclosure for every fund that accepts pension capital. There are two ways this ends. It breaks all at once like 2008 and we fix it. Or it rots slowly like Japan: one fund blows up, six weeks of quiet, another one, and nobody connects it for a decade while a generation of retirees gets destroyed. I am not asking anyone to take my word for it. I am asking them to read the filings. If you know someone in the administration, a regulator, or anyone on a legislative committee, please send this to them. One person learned this from a one-bedroom apartment. Your government can too. The will is what is missing.
Nick Nemeth (Mispriced Assets)@NickNemo17

x.com/i/article/2034…

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Sheel Mohnot
Sheel Mohnot@pitdesi·
The president of the United States is selling a pair of shoes for $180k in Saudi Arabia, and posting about it on social media
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SK@SKmacro·
@MarioLeb79 It's RT. You should see what he has said about Ukraine as well.
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 𝓂𝒶𝓇𝒾𝑜🇱🇧🇬🇧🇦🇪
A British reporter who narrowly escaped death today this same guy used to call Lebanese Maronite Christians "Zionist bootlickers" Maybe he should head back home and focus on whats happenin on his own island instead of lecturin others
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SK@SKmacro·
@mohamed_eid_8 @NaguibSawiris The ICJ does not accuse individuals. And the current Lebanese President whose government has a terrorist organization as part of it, was President of your ICJ when it ruled on Israel.
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Mohamed Eid
Mohamed Eid@mohamed_eid_8·
@SKmacro @NaguibSawiris it’s really normal quoting from someone is being accused as war criminal by the international court of justice .
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SK@SKmacro·
@LewisCTech @clashreport Marrying Aisha at 9 I think is even worse than having sex with Tiffany at 16.
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SK@SKmacro·
@j_arthur_bloom No matter what they will always be living rent free in your head
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SK@SKmacro·
@rotem_sella ברור שהם נכונים אבל זה לא משהו שצריך להיאמר כרגע
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Rotem M.Sella | רותם מ.סלע 🇮🇱
העולם מגרד בראש: קורא שהרדיו של הצבא הישראלי טוען שטראמפ ששלח חיילים להילחם כתף אל כתף עם חיילי צה"ל הוא שקרן. מי שלא חי פה בטוח שמדובר במסר אגרסיבי ועקיף שמועבר לקטאר או בתרגיל הטעיה משונה. האמת פשוטה הרבה יותר: סקופ מעניין את הגל"צניקים הרבה יותר מהאינטרס הקיומי של ישראל.
גלצ@GLZRadio

בכירים בצה"ל סותרים את דברי טראמפ: "התקיפה בשדה הגז האיראני הייתה מתואמת לחלוטין עם ארה"ב" @shirbitton_

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Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️
🚨Crews at risk in the Gulf🚨 Just heard from a crewmember on one of the 3,200 ships stuck in the Persian Gulf. A ship called the local port authority requested permission to dock as they had run out of water. They were denied permission! Multiple ships are in the same condition, with stores, food and fuel running low. Ports are overwhelmed and security is such that they are refusing permission for ships to dock. Crews cannot get off and reliefs cannot fly in. What is being done to address this matter @POTUS @SecWar @SecDuffy @DOTMARAD @IMOSecGen @IMOHQ.
Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ tweet media
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SK@SKmacro·
@shoe0nhead My question is how did Megyn Kelly know
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shoe
shoe@shoe0nhead·
“your penis is small, mark” “OH YEAH? well yours is big”
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Christopher Clary
Christopher Clary@clary_co·
In the 1991 Persian Gulf war, the United States had 86 aircraft destroyed or damaged by enemy action. Of those, more than half (~51) were attrited within the first 20 days of the onset of the air war. (Gulf Airpower Survey, p. 61.)
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Christiaan Triebert
Strava, the gift that keeps on giving. 8 years ago, @Nrg8000 highlighted how the fitness app exposed sensitive military locations. And here we are again, the location of France's aircraft carrier exposed by a sailor's daily runs.
Raphael Grably@GrablyR

La localisation du porte-avions français Charles de Gaulle rendue possible grâce à l'imprudence d'un marin utilisant l'application de running Strava, rapporte Le Monde. En faisant son footing sur le pont, il révélait la présence du navire.

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